证券日报网讯 12月25日，赛特新材在互动平台回答投资者提问时表示，公司真空绝热板产品具有卓越 绝热性能和轻质的特点，并具有在极端温度下保持性能稳定的能力，这些特性对于需要轻量化和高效隔 热的航天领域是有益的。现阶段，公司产品主要应用于家电、冷链等领域以及新能源动力电池、节能建 筑、高温设备隔热、LNG设备保温等方面，尚未有商业航天方面的应用。 ...

证券日报网讯12月25日，赛特新材在互动平台回答投资者提问时表示，公司主要从事真空绝热材料的研 发、生产和销售，以及真空绝热技术的应用开发与研究。公司的产品包括真空绝热板和保温箱，主要应 用于家电、新能源动力电池及储能电池、节能建筑、高温设备隔热、LNG设备保温、冷链等领域。公 司产品目前尚未应用于航空航天领域。 ...

格隆汇12月25日丨赛特新材(688398.SH)在互动平台表示，公司主要从事真空绝热材料的研发、生产和 销售，以及真空绝热技术的应用开发与研究。公司的产品包括真空绝热板和保温箱，主要应用于家电、 新能源动力电池及储能电池、节能建筑、高温设备隔热、LNG设备保温、冷链等领域。公司产品目前 尚未应用于航空航天领域。 ...

Group 1 - The core viewpoint of the news is the performance and investment interest in Sait New Materials, which saw a stock price increase of 5.17% to 20.97 CNY per share, with a total market capitalization of 3.519 billion CNY [1] - Sait New Materials specializes in the research, production, and sales of vacuum insulation materials, with its main revenue sources being vacuum insulation boards (96.47%), insulation boxes (2.79%), and other products [1] - The company was established on October 23, 2007, and went public on February 11, 2020 [1] Group 2 - The fund "Guotou Ruijin Fund" has Sait New Materials as its top holding, with an increase of 65,600 shares in the second quarter, bringing the total to 481,400 shares, which constitutes 4.66% of the fund's net value [2] - The fund has achieved a year-to-date return of 39.69% and ranks 1667 out of 8160 in its category [2] - The fund manager, Tang Yan, has been in position for 2 years and 219 days, with the best fund return during his tenure being 48.52% [3]

Core Viewpoint - The company has been focusing on the development of materials and processes for its main product, vacuum insulation panels, which has led to the successful application of core technologies in production, continuously generating benefits for the company [1] Group 1: Product Development - The company has engaged in the research and development of vacuum glass products and other advanced new materials and technologies in recent years [1] - The company has developed overall preparation processes and equipment for vacuum insulation panels, as well as performance testing technologies [1] Group 2: Patent and Technology - The company's perovskite-related patent technologies have not yet been converted into practical applications [1]

Core Viewpoint - The company has been actively developing core technologies related to vacuum insulation panels and has recently acquired several patents related to perovskite technology, although these patents have not yet been applied commercially [1]. Group 1: Company Developments - The company has focused on the development of materials and processes for its main product, vacuum insulation panels, and has successfully applied core technologies in production [1]. - In recent years, the company has deepened its research in the field of vacuum insulation, including the development of vacuum glass products and other advanced new materials and technologies [1]. Group 2: Patent Information - The company has obtained several patents related to perovskite technology, but these technologies have not yet been converted into practical applications [1].

Group 1 - The core point of the news is that Saitex New Materials experienced a decline of 5.07% in stock price, reaching 19.30 yuan per share, with a total market capitalization of 3.239 billion yuan [1] - Saitex New Materials, established on October 23, 2007, and listed on February 11, 2020, specializes in the research, production, and sales of vacuum insulation materials, with 96.47% of its revenue coming from vacuum insulation boards [1] - The company reported a trading volume of 31.4551 million yuan and a turnover rate of 0.95% [1] Group 2 - According to data, the fund "Baoying Core Advantage Mixed A" (213006) entered the top ten circulating shareholders of Saitex New Materials in the second quarter, holding 1.3 million shares, which is 0.77% of the circulating shares [2] - The fund has a total scale of 656 million yuan and has achieved a return of 19.99% this year, ranking 4377 out of 8172 in its category [2] - The fund manager, Lü Gongji, has been in position for 1 year and 91 days, with the best fund return during his tenure being 25.18% [3] Group 3 - Baoying Core Advantage Mixed A holds 1.3 million shares of Saitex New Materials, making it the seventh largest holding in the fund, accounting for 4.01% of the fund's net value [4] - The estimated floating loss for the fund today is approximately 1.339 million yuan [4]

Core Viewpoint - The company, Zai Sheng Technology, announced the termination of its acquisition of a 49% stake in Sichuan Maikelong Vacuum New Materials Co., Ltd. due to objective factors affecting the transaction progress [1][3]. Group 1: Acquisition Details - The acquisition was initially announced in early August, with a proposed purchase price of 231 million RMB for the 49% stake, aiming to gain control over Maikelong [1][2]. - Maikelong is a high-tech enterprise focused on the research, production, and sales of vacuum insulation panels, with a registered capital of 32.14 million RMB [2]. - The acquisition was complicated by the fact that the majority shareholder, Yang Xingzhi, had his 66.67% stake in Maikelong judicially frozen, which was a significant barrier to the transaction [2][3]. Group 2: Financial Implications - The acquisition was classified as a related party transaction, as one of Maikelong's minority shareholders is the sister of Zai Sheng Technology's controlling shareholder [1][2]. - In 2024, Zai Sheng Technology had a procurement amount of 108 million RMB from Maikelong, while sales to Maikelong amounted to 221 million RMB [1][4]. - The estimated valuation for 100% of Maikelong was 471 million RMB, reflecting a valuation increase rate of 346.18% based on the proposed acquisition price [4]. Group 3: Company Performance - Zai Sheng Technology reported a revenue of 658 million RMB in the first half of 2025, a year-on-year decline of 12.29%, with a net profit of 60.29 million RMB, down 20.84% year-on-year [5]. - The company stated that the termination of the acquisition would not have a substantial impact on its development strategy or financial status, as no payment had been made for the stake [5].

Group 1 - The acquisition of 49% stake in Sichuan Maikelong Vacuum New Materials Co., Ltd. by the company for 231 million yuan has been officially terminated due to lack of substantial progress in the transaction [1][2] - The company had previously announced on August 1 its intention to acquire the stake, which would have allowed it to control the board of Maikelong and consolidate it into its financial statements [1][2] - The termination of the acquisition will not have a significant impact on the company's development strategy or financial status, as the transaction had not been approved by the shareholders and no payment was made [3] Group 2 - Maikelong is a high-tech enterprise focused on the research, production, and sales of vacuum insulation panels, with established applications in home appliances and new energy vehicles [2] - In 2024, Maikelong is projected to achieve a net profit of approximately 27.06 million yuan, with a net profit of about 1.6 million yuan in the first quarter of 2025 [2] - The valuation of Maikelong's total equity was assessed at approximately 471 million yuan, reflecting an increase of 366 million yuan, or a 346.18% appreciation compared to its book net asset value of 106 million yuan [2]

Company Overview - Set New Materials Co., Ltd. is located in Fujian Province and was established on October 23, 2007, with its listing date on February 11, 2020. The company specializes in the research, production, and sales of vacuum insulation materials [1] - The main business revenue composition includes vacuum insulation boards at 96.47%, insulation boxes at 2.79%, and other products at 0.53% [1] Stock Performance - On September 5, Set New Materials' stock increased by 5.01%, reaching a price of 20.98 CNY per share, with a trading volume of 75.26 million CNY and a turnover rate of 2.18%. The total market capitalization is 3.52 billion CNY [1] Fund Holdings - The Guotou Ruijin Fund has a significant holding in Set New Materials, with its Guotou Ruijin Economic Driven Mixed A Fund (017749) increasing its stake by 65,600 shares in the second quarter, bringing the total to 481,400 shares, which represents 4.66% of the fund's net value [2] - The fund has achieved a year-to-date return of 33.31%, ranking 1293 out of 8178 in its category, and a one-year return of 52.94%, ranking 1828 out of 7978 [2] Fund Manager Information - The fund manager of Guotou Ruijin Economic Driven Mixed A Fund is Tang Yan, who has been in the position for 2 years and 177 days. The total asset size of the fund is 214 million CNY, with the best return during his tenure being 40.35% [3]